Wealth Enhancement Advisory Services’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio FTEC Stock Details FTEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$7.05M	Sell	23,203 -341	-1%	-$96.7K	0.01%	895
2026 Q2	$6.64M	Buy	23,544 +4,963	+27%	+$1.3M	0.01%	855
2026 Q1	$3.95M	Sell	18,581 -9,707	-34%	-$2.13M	0.01%	1020
2025 Q4	$6.47M	Buy	28,288 +1,754	+7%	+$397K	0.01%	894
2025 Q3	$5.96M	Buy	26,534 +2,081	+9%	+$433K	0.01%	863
2025 Q2	$4.9M	Sell	24,453 -3,037	-11%	-$525K	0.01%	906
2025 Q1	$4.43M	Sell	27,490 -3,091	-10%	-$554K	0.01%	878
2024 Q4	$5.65M	Buy	30,581 +6,758	+28%	+$1.24M	0.01%	758
2024 Q3	$4.16M	Sell	23,823 -472	-2%	-$79.8K	0.01%	787
2024 Q2	$4.17M	Buy	24,295 +6,913	+40%	+$1.09M	0.01%	736
2024 Q1	$2.71M	Buy	17,382 +287	+2%	+$43.2K	0.01%	839
2023 Q4	$2.46M	Sell	17,095 -411	-2%	-$54.4K	0.01%	840
2023 Q3	$2.15M	Buy	17,506 +13,682	+358%	+$1.76M	0.01%	835
2023 Q2	$500K	Buy	+3,824	New	+$454K	0.01%	353

Other funds holding FTEC

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Wealth Enhancement Advisory Services's FTEC Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 1.4% in Q3 2026, selling an estimated $96.7K and leaving 23,203 shares worth $7.05M. The position accounts for 0.01% of the portfolio, ranked #895.

Wealth Enhancement Advisory Services first reported a position in FTEC in Q2 2023 and has held it in 14 quarters since. 605 funds tracked by Wall St. Rank hold FTEC as of Q3 2026.

Wealth Enhancement Advisory Services held 23,203 shares of Fidelity MSCI Information Technology Index ETF worth $7.05M as of Q3 2026.
Wealth Enhancement Advisory Services sold 341 Fidelity MSCI Information Technology Index ETF shares in Q3 2026, an estimated $96.7K.
Fidelity MSCI Information Technology Index ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #895 holding.
Wealth Enhancement Advisory Services first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2023 and has held it in 14 quarters since.
605 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.